McCollom D’Emilio Smith Uebler Partner Speaks at Fordham University School of Law
Jennifer Smith offered her expertise as a guest lecturer for law students studying Trusts & Estates
WILMINGTON, DE (March 30, 2021) – McCollom D’Emilio Smith Uebler LLC partner Jennifer Smith spoke at Fordham University School of Law virtually on March 30,2021. Smith presented as a guest lecturer about the advantages and unique opportunities of Delaware trusts.
Smith provided insights and advice based on Delaware statutory and case law and her experience as a Delaware practitioner. Fordham University Law students engaged with Smith during her lecture via Zoom.
About McCollom D’Emilio Smith Uebler
McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.
About Fordham University
Founded in 1841, Fordham is the Jesuit University of New York, offering exceptional education distinguished by the Jesuit tradition to more than 15,100 students in its four undergraduate colleges and its six graduate and professional schools.
McCollom D’Emilio Smith Uebler Partner Participates in Delaware Trust Conference
Wilmington, DE – October 19, 2020 – McCollom D’Emilio Smith Uebler LLC Managing Member Matthew P. D’Emilio presented at the 15th annual Delaware Bankers Association Trust Conference. He participated in a discussion on best practices and regulatory requirements for onboarding, review and administration of trusts with special assets. D’Emilio presented with Mark Doyle, Principal, Fiduciary Counsel, Bessemer Trust Company of Delaware, N.A. and Phoebe Papageorgiou, American Bankers Association.
During the session, titled “Best Practices Administering Trusts with Special Assets,” D’Emilio, Doyle and Papageorgiou discussed the substantial investment flexibility that Delaware law offers. Specifically, directed trusts can be established, allowing corporate trustees to feel comfortable holding special assets.
MDSU was a gold sponsor of this event.
About McCollom D’Emilio Smith Uebler
McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.
McCollom D’Emilio Smith Uebler Partner Presents for Delaware County Bar Association
Jennifer Smith presented on Delaware and Pennsylvania trust modification options to attorneys
WILMINGTON, DE (August 26, 2020) – McCollom D’Emilio Smith Uebler LLC partner, Jennifer Smith co-presented virtually with Mary Kaye Anthony and Kalimah Z. White, Senior Trust Advisors of TD Wealth, on trust modification through the Delaware County Bar Association (DCBA) on August 26, 2020.
Smith, White and Anthony provided insights on existing trust modification options and what each of them entail. During their presentation, they discussed the intricacies of trust modifications, including decanting, mergers, nonjudicial settlement agreements (NJSA), modification by consent, court orders and allocation of trustee duties. This session focused on when it is possible to pour the contents of an old trust into a new trust and provided best practices on what to do if there are changes to estate planning objectives or new tax laws.
This presentation was hosted by the Delaware County Bar Association and was sponsored by TD Wealth. The DCBA offers quality, low cost CLE programs each year, that help provide information to lawyers and the community at large.
About McCollom D’Emilio Smith Uebler
McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.
About TD Bank Group
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (“TD” or the “Bank”). TD is the sixth largest bank in North America by branches and serves more than 25 million customers in three key businesses operating in a number of locations in financial centres around the globe: Canadian Retail, including TD Canada Trust, TD Auto Finance Canada, TD Wealth (Canada), TD Direct Investing, and TD Insurance; U.S. Retail, including TD Bank, America’s Most Convenient Bank®, TD Auto Finance U.S., TD Wealth (U.S.), and an investment in TD Ameritrade; and Wholesale Banking, including TD Securities. TD also ranks among the world’s leading online financial services firms, with approximately 12 million active online and mobile customers. TD had CDN$1.3 trillion in assets on July 31, 2018. The Toronto-Dominion Bank trades under the symbol “TD” on the Toronto and New York Stock Exchanges.
McCollom D’Emilio Smith Uebler Joins Primerus Global Network
The Firm Officially Joins as Member in Prestigious Group of World-Wide Law Firms
Wilmington, DE – August 7, 2020 – McCollom D’Emilio Smith Uebler LLC announced today it has officially joined the Primerus global network of law firms. This membership will allow MDSU to help its local, national, and international clients find trusted legal representation outside Delaware and to help the clients of other member firms with Delaware law issues.
Primerus is a society of the world’s finest independent, boutique law firms. With nearly 200 member firms in more than 40 countries, Primerus provides clients easy access to the right lawyer and finds solutions for companies who face challenges of doing business in a global marketplace.
“We are thrilled to join Primerus,” said Matthew D’Emilio, managing member at MDSU. “Our services will be more widely available and accessible to those seeking solutions in our areas of expertise and our clients will have more resources outside Delaware.”
Before becoming a member, each Primerus firm is screened to ensure its commitment to excellence as embodied in the Six Pillars: Integrity, Excellent Work Product, Reasonable Fees, Continuing Legal Education, Civility and Community Service. After more than 20 years, Primerus continues to experience tremendous growth in membership and expansion of services.
About McCollom D’Emilio Smith Uebler
McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.
About Primerus
The International Society of Primerus Law Firms is a society of top-rated, independent, small to medium-sized law firms that have earned the right to display the Primerus seal of quality. With nearly 200 law firms and thousands of lawyers in the society located in 50 countries around the globe, Primerus provides clients easy access to the right lawyer, with the right skills, in the right location, and at the right cost. Primerus seeks out, accepts, and retains only the best firms for membership. Each firm is screened to ensure its commitment to excellence, and once approved for membership, every Primerus firm is audited annually to ensure that the legal services they continue to provide to clients are of consistently high quality, year after year.
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